Nick Heinrich

CFP

Holding the CFP® designation and as a CFA® Candidate, Nick leads a team of financial planning consultants that implement various portfolio analysis and planning resources with the goal of improving clients’ financial situations. Nick is a key member of the investment team and is positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.

Chart Your Course

At Beacon Associates we will light the way and see you through to the best insurance and financial planning decisions. Get started with a free, no-obligation consultation with our licensed agents by clicking below or calling us at 800-532-0808.